Personal Qualifications

My Personal Qualifications

I have excelled in the Life Insurance industry for over 35 years - starting with New York Life in Washington, D. C. in 1982, after graduating from the University of North Carolina at Charlotte with a degree in Anthropology. 

After 10 years of successful personal production, I then moved into Field Management working with the Acacia Group and then the Fortis Financial Group.  In June of 1997, I became a Regional Sales Director for Midland National® Life Insurance Company. 

I now have over 25 years of successful field managment experience - focusing on selecting, developing and coaching Personal Producing General Agents.

Professional Memberships and Accomplishments:

  • Member of the National Association of Insurance and Financial Advisors since 1982  
  • Member of the Million Dollar Round Table, based on sales, in 1984 and 1985
  • Achieved CFP designation in September 1994
  • Member of the American Society of CLU and ChFC since 1994, and FPA since 1995
  • Earned CLU designation in December 2000, ChFC in December 2002